Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,132 | $87,465-89.6% | $122,979-92.6% | $65,306-86.0% |
| Participation rate | 33.2% | 66.0%-32.8pp | 77.2%-44.0pp | 57.7%-24.5pp |
| Annual return | 17.90% | 19.76%-1.9pp | 20.12%-2.2pp | 21.94%-4.0pp |
| Employer contribution / active EE | $655 | $2,156-69.6% | $3,062-78.6% | $1,967-66.7% |
| Participant deferral / active EE | $977 | $3,705-73.6% | $5,003-80.5% | $2,959-67.0% |
| Admin fee / account holder | $3,355 | $5,100-34.2% | $12,864-73.9% | $3,480-3.6% |